Confluence Investment Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Confluence Investment Management LLC

$7.15 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 03, 2022	BUY	$20.21 - $22.6 $2.37 Million - $2.65 Million	117,305 New	117,305 $2.41 Million

Others Institutions Holding IBTL

# of Institutions

73

Shares Held

8.23M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.65M
Shares

$32.9 Million
0.01% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

1.64M
Shares

$32.6 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

559K
Shares

$11.1 Million
0.0% of portfolio
Krilogy Financial LLC

514K
Shares

$10.2 Million
0.8% of portfolio
Morgan Stanley New York, NY

372K
Shares

$7.4 Million
0.0% of portfolio

About ISHARES TR IBONDS DEC 2031 TER

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